We are delighted to announce our August-23 release.

Highlights

The new release will start rolling out on the 9th of August.

Dashboards

A new intuitive Dashboard Builder

Introducing our new drag-and-drop dashboard builder experience - a powerful addition to iTWO cx that streamlines how you configure your dashboards to facilitate your reporting needs. Easily customise widgets, resize, and arrange them on a single screen without the need to navigate to multiple tabs and pages.

Here is a summary of all the changes

The New Widget and Layout Screens

We have combined the widgets and layout screens to one single page so that you can visually build your dashboard from one single page. No need to create widgets in the widget tab and then add them to the layout in the layout tab.

The available widgets remain the same but we have given all the widgets an updated look and feel.

Widgets are separated in to 2 tabs.

New - where you can create new widgets
Unused - widgets you have created but have not been added to the layout.

The layout area is now a drag-and-drop canvas where widgets can be added via drag-and-drop and removed with ease.

We have also made improvements to the available area where widgets can be displayed when viewing a dashboard. Your dashboards can now show more information your project.

Creating New Dashboards

To create a new dashboard you now simply go to your existing Dashboard list under the configure module and click Create Dashboard

From here you will be able to fill in the details to create the new dashboard

Provide a dashboard name
Which group the dashboard belongs to
Pick a template for the dashboard
Mode
- Create new folder - will allow you to create a new folder and link the dashboard to that menu item
- Link to existing - will allow you to link the new dashboard to an existing menu item (as long as no other dashboard is linked to that menu item)
- No Folder - will simply create the dashboard without linking it to any menu item. You can do link this dashboard to a menu item at any another time if required.
Folder path - where you'd like to dashboard to appear in the menu
Who can access this dashboard - allows you to configure who will be able to see the dashboard.

Creating New Widgets

To create new widgets in the new dashboard interface, click the New tab.

This tab will display all the widget types that can be created.

To create a new widget, simply click and drag it onto the layout and give it a name and click save.

Resize, reposition widgets with drag and drop

The new layout screen allows you to drag and move widgets around. If the drop area has enough space to add the new widget it will add it there and reposition the other widgets to fit the screen.

You can also resize widgets by dragging the border to the size you require. The other widgets will adjust their position accordingly.

Placeholder widgets

We've added a new widget type called a placeholder widget to enable to you customise your dashboard layout to suit your needs.

In the example below you may wish the graph widget to appear in the next row. To do so, we can add a placeholder widget to take up the space to push the graph widget to the 2nd row.

You can also drag the placeholder widget to the position you require to create the exact layout that you require.

You can add as many placeholder widgets to the layout as you need.

Removing a widget

To remove a widget from the layout click on the X icon in the widget hear

When a widget is removed, it will be automatically replaced with a placeholder widget so your layout remains intact.

The widget that is removed will be available in the Unused Tab

Deleting a widget

To delete a widget click on the X icon next to widget in the unsused tab

Editing a widget

To edit a widget click on the edit (pencil) icon in the widget header or in the unused tab

Dashboards

On-demand analytics for form types

We are excited to introduce an update to our former statsics page as a new On-Demand Dashboard for all form types. Now, users can easily access valuable insights and analytics for any form type that captures metadata. The on-demand dashboard allows you to effortlessly report across all metadata fields, providing comprehensive data-driven decision-making. Want to revisit the data in the future? No problem! Save the dashboard as a report for convenient access later on.

View the statistics dashboard

To view the statistics dashboard open any form register and click on views and then statistics

This will generate the dashboard on demand with the default layout that includes count widgets for total, open , late and closed forms as well as graph charts for all selectable user fields (Select, Checkbox, Radio, Cascading)

Save the dashboard

To save the dashboard click on the save button and fill in the required details

Forms

Automatically update user fields based on logic

How to configure trigger

Create a form trigger and select the based on user field change option

Select the user field and the field value you wish to use to start the trigger

Supported fields are checkbox, select, radio
You can configure a trigger for fields outside of a list or within a list
If you select a trigger user field that is outside of the list control you can only update other user fields outside of a list.
If you select a trgger user field that is within a list control, you can only update user fields within that same list control.

If the form should not update when the condition is not met, you can select the clear fields when not matched options